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challe08

11/22/14 5:52 PM

#77206 RE: The Swede #77203

Think "impact on Q4 result" that prevents them from being able to give guidance 40 days ahead..... not sure that will impact that much in Q4.

viking86

11/22/14 6:18 PM

#77213 RE: The Swede #77203

Yes that's possible. And the partnership may involve the new Shanghai WSC with Siaf being the majority partner. Think about it. Why would they open a second large distribution center without having secured a financial partnership and received in advance large orders or requests, possibly a large Aussie meat cargo AND a few fish cargos from other countries. Solomon talked about "events" and "opportunities" in plural. Same with the MF. They had had everything in place months before they announced it to us. Nobody would start constructing a second large WSC in a mega city with expensive real estate like Shanghai without making sure it "hits the ground running". All we know is that Shanghai WSC will open in Dec. After months of preparation that we knew nothing about.